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PGJ Institutional Ownership

Invesco Golden Dragon China ETF
1W: -2.9% 1M: -9.1% 3M: -8.6% YTD: -29.3% 1Y: -36.9% 3Y: -12.5% 5Y: -44.0%
$21.25
-0.45 (-2.07%)
 
Weekly Expected Move ±2.4%
$20 $21 $21 $22 $22
ETF NASDAQ · AUM $95.3M

Institutional Ownership — PGJ

43
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
11M
Total Invested
6
New Positions
9
Increased
17
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (47 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BNP PARIBAS FINANCIAL MARKETS 80,000 2M +50,000 +166.7% 6Q SEC ↗
2 Virtu Financial LLC 72,725 2M +3,052 +4.4% 7Q SEC ↗
3 IHT Wealth Management, LLC 41,136 874K -27,114 -39.7% 20Q SEC ↗
4 ENVESTNET ASSET MANAGEMENT INC 40,806 867K +8,687 +27.0% 31Q SEC ↗
5 RAYMOND JAMES FINANCIAL INC 38,073 809K -32,161 -45.8% 7Q SEC ↗
6 MORGAN STANLEY 37,654 800K -5,168 -12.1% 33Q SEC ↗
7 Avestar Capital, LLC 33,290 707K +1,524 +4.8% 7Q SEC ↗
8 Federation des caisses Desjardins du Q 32,280 686K +1,200 +3.9% 33Q SEC ↗
9 MML INVESTORS SERVICES, LLC 18,691 397K +6,725 +56.2% 15Q SEC ↗
10 WELLS FARGO & COMPANY/MN 17,945 381K +2,381 +15.3% 33Q SEC ↗
11 GOLDMAN SACHS GROUP INC 15,478 329K -3,039 -16.4% 2Q SEC ↗
12 COMMONWEALTH EQUITY SERVICES, LLC 11,127 236K +1,642 +17.3% 33Q SEC ↗
13 UBS Group AG 10,999 234K -5,564 -33.6% 33Q SEC ↗
14 LPL Financial LLC 9,796 208K -620 -6.0% 33Q SEC ↗
15 CITADEL ADVISORS LLC NEW 9,127 194K — +0.0% 1Q SEC ↗
16 WEALTH ENHANCEMENT ADVISORY SERVICES, 8,705 185K — +0.0% 8Q SEC ↗
17 Pacific Center for Financial Services 5,080 108K — +0.0% 14Q SEC ↗
18 Harvest Fund Management Co., Ltd 3,743 80K -739 -16.5% 4Q SEC ↗
19 JONES FINANCIAL COMPANIES LLLP 2,749 58K +375 +15.8% 8Q SEC ↗
20 ROYAL BANK OF CANADA 1,650 35K -2,389 -59.1% 33Q SEC ↗
21 FMR LLC 1,576 33K -827 -34.4% 23Q SEC ↗
22 OSAIC HOLDINGS, INC. 1,530 33K -537 -26.0% 26Q SEC ↗
23 US BANCORP \DE 1,000 21K — +0.0% 2Q SEC ↗
24 Global Retirement Partners, LLC NEW 849 18K — +0.0% 1Q SEC ↗
25 HAZLETT, BURT & WATSON, INC. 775 16K — +0.0% 18Q SEC ↗
26 Ashton Thomas Private Wealth, LLC 555 12K — +0.0% 2Q SEC ↗
27 BlackRock, Inc. NEW 541 11K — +0.0% 1Q SEC ↗
28 Main Street Group, LTD 362 8K — +0.0% 2Q SEC ↗
29 Rockefeller Capital Management L.P. 330 7K — +0.0% 4Q SEC ↗
30 IFP Advisors, Inc 243 5K — +0.0% 28Q SEC ↗
31 BANK OF MONTREAL /CAN NEW 200 4K — +0.0% 1Q SEC ↗
32 Steward Partners Investment Advisory, 192 4K — +0.0% 30Q SEC ↗
33 NATIONAL BANK OF CANADA /FI 170 4K — +0.0% 5Q SEC ↗
34 Integrated Wealth Concepts LLC NEW 70 1K — +0.0% 1Q SEC ↗
35 Qube Research & Technologies Ltd 60 1K -22 -26.8% 8Q SEC ↗
36 MERCER GLOBAL ADVISORS INC /ADV NEW 55 1K — +0.0% 1Q SEC ↗
37 Spire Wealth Management 51 1K — +0.0% 22Q SEC ↗
38 BLAIR WILLIAM & CO/IL 50 1K -10 -16.7% 33Q SEC ↗
39 CITIGROUP INC 0 0K -11,260 -100.0% 32Q SEC ↗
40 Laurel Wealth Advisors LLC 0 0K -100 -100.0% 1Q SEC ↗
41 Fortis Group Advisors, LLC 0 0K -11,068 -100.0% 1Q SEC ↗
42 Sava Infond d.o.o. 0 0K -1,000 -100.0% 3Q SEC ↗
43 Advisory Services Network, LLC 0 0K -6,463 -100.0% 6Q SEC ↗
44 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 0K -29,235 -100.0% 2Q SEC ↗
45 Tower Research Capital LLC (TRC) 0 0K -18,976 -100.0% 1Q SEC ↗
46 BANK OF AMERICA CORP /DE 0 0K -7,167 -100.0% 13Q SEC ↗
47 MAI Capital Management 0 0K -1,189 -100.0% 2Q SEC ↗

Recent Activity

Biggest Increases (9)
HolderAddedChange %Total Shares
BNP PARIBAS FINANCIAL MARKETS +50,000 +166.7% 80,000
ENVESTNET ASSET MANAGEMENT INC +8,687 +27.0% 40,806
MML INVESTORS SERVICES, LLC +6,725 +56.2% 18,691
Virtu Financial LLC +3,052 +4.4% 72,725
WELLS FARGO & COMPANY/MN +2,381 +15.3% 17,945
COMMONWEALTH EQUITY SERVICES, LLC +1,642 +17.3% 11,127
Avestar Capital, LLC +1,524 +4.8% 33,290
Federation des caisses Desjardins d +1,200 +3.9% 32,280
JONES FINANCIAL COMPANIES LLLP +375 +15.8% 2,749
Biggest Decreases (12)
HolderReducedChange %Total Shares
RAYMOND JAMES FINANCIAL INC -32,161 -45.8% 38,073
IHT Wealth Management, LLC -27,114 -39.7% 41,136
UBS Group AG -5,564 -33.6% 10,999
MORGAN STANLEY -5,168 -12.1% 37,654
GOLDMAN SACHS GROUP INC -3,039 -16.4% 15,478
ROYAL BANK OF CANADA -2,389 -59.1% 1,650
FMR LLC -827 -34.4% 1,576
Harvest Fund Management Co., Ltd -739 -16.5% 3,743
LPL Financial LLC -620 -6.0% 9,796
OSAIC HOLDINGS, INC. -537 -26.0% 1,530
Qube Research & Technologies Ltd -22 -26.8% 60
BLAIR WILLIAM & CO/IL -10 -16.7% 50

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms